HVAC Dispatch Software That Gets the Right Tech to Every Job

The phone rings at 7 AM, and by 9 the plan has changed. You need to know who is going where and how every job is moving. Fieldstone HVAC dispatch software keeps the job, the tech, and the status on one record, so the office and the truck see the same day.

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Fieldstone HVAC dispatch software jobs list showing unscheduled, scheduled, and en route jobs

The Problem: A Day That Changes by 9 AM

Every HVAC shop starts the day with a plan. Then a no-heat call comes in, a part is not on the truck, and a customer asks to move to the afternoon. By mid-morning, the whiteboard no longer matches the day. That is where HVAC dispatching falls apart.

  • The office calls techs just to ask how the job is going
  • Nobody is sure which jobs are waiting on parts or approval
  • Finished work sits for days before anyone sends the bill

How Fieldstone Helps

Fieldstone is HVAC dispatch software built for small shops. Put a tech on the job, dispatch it, and follow it through the day. Your tech updates the job from the phone, so the office can see where it stands without making a call.

  1. Book the appointment and pick the tech.
  2. Dispatch the job.
  3. The tech accepts it and updates the status as the work moves.
  4. The tech closes it out with an invoice and a card payment on site.

Send the Right Tech With HVAC Dispatch Software

Good dispatch starts with the right person on the call. When you book the appointment, pick the tech and the job length, and Fieldstone shows open time slots. Our HVAC scheduling software handles the calendar and drive time. Dispatch gets that tech out the door ready for the job.

  • Set a priority and the reason for the call on every job
  • Let the tech open the site address in a maps app for directions
  • Show the systems at the site with their equipment history, so the tech knows what they are walking into
  • Organize techs into crews, and give your dispatcher the right role and permissions

Follow Every Job From Dispatched to Work Complete

Once you dispatch a job, the tech takes it from there. From the phone, they accept the job, mark it en route, set it in progress, and mark the work complete. If they cannot take the job, they can decline it, so you know to send someone else.

When work stalls, the tech puts the job on hold, so it stays visible instead of slipping through the cracks.

  • Hold it for parts when the part is not on the truck
  • Hold it for an estimate when the customer needs options first
  • Mark it pending customer approval while you wait for a yes
  • Mark it incomplete when the work needs another visit

When a job is on hold for an estimate, build the quote with our HVAC estimating software.

See Where the Day Stands

You should not have to call five trucks to find out how the day is going. Open the job list and group it by status, by tech, or by date. Then filter by customer, staff, or payment status to find what needs your attention.

  • See which jobs are dispatched, en route, or in progress
  • Spot the jobs that are waiting on parts or approval
  • Find finished work you still need to invoice or collect on

Job Updates When Signal Drops

Basements, crawl spaces, and back roads drop signal. In the Fieldstone iPhone and Android apps, your tech can still mark the job en route, in progress, or work complete, or put it on hold. Those updates save on the phone and sync when signal returns.

Dispatching a job, booking or rescheduling an appointment, checking open time slots, taking a card payment, and syncing to QuickBooks Online all need a connection. So does the web version. Learn what else the offline HVAC app can do with no bars.

FAQ

What is HVAC dispatch software?

HVAC dispatch software helps you send the right tech to each job and follow that job through the day. In Fieldstone, you dispatch the job, then see the status change as the tech accepts it, heads out, starts the work, and finishes.

Can my techs update job status from their phones?

Yes. In the Fieldstone app, techs accept a dispatched job, mark it en route, set it in progress, and mark the work complete. They can also put a job on hold for parts or an estimate, or decline a job they cannot take.

How do I see where every job stands today?

Open the job list and group it by status, tech, or date. Filter by customer, staff, status, date, or payment status to see what is moving, what is stuck, and what still needs to be paid.

Can techs update jobs without cell signal?

Yes, in the iPhone and Android apps. Status updates such as en route, in progress, work complete, and holds save on the phone and sync when signal returns. Dispatching, scheduling, card payments, and QuickBooks Online sync need a connection, and so does the web version.

Does the dispatch software work with QuickBooks Online?

Yes. When the tech finishes, they build the invoice on the job and take the card on site in Fieldstone, through Stripe Connect. With a connection, the invoice and payment sync to QuickBooks Online, so nobody retypes the job at the office.

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